Exeter Friendly Society Limited

• Principal Place of Business

  Lakeside House

  Emperor Way

  Exeter Business Park

  Exeter

  Devon

  EX1 3FD

  UNITED KINGDOM

  Phone

  +441392353500

  Web

  https://www.the-exeter.com

• Complaints Contact

  Lakeside House

  Emperor Way

  Exeter Business Park

  Exeter

  Devon

  EX1 3FD

  UNITED KINGDOM

  Phone

  +441392353500

• Bank Deposits

  For All, Deposit

  Show 1 limitation Hide limitations

  • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Manages Insurance Policies

  For All, Life and annuity, Linked long-term, Permanent health, Sickness

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

  Show 2 limitations Hide limitations

  • · The firm, in carrying out this regulated activity, is limited to entering into transactions in a manner which, if the firm was an unauthorised person, would come within article 16 of the RAO.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Issues Insurance

  For All, Life and annuity, Linked long-term, Permanent health, Sickness

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Russell Cram

  IRN RXC25270

  • [FCA CF] Significant management (10 Dec 2018 to 31 Oct 2023)
• Sally Hodge

  IRN SXH25274

  • [FCA CF] Significant management (since 10 Dec 2018)
• Sarah Lloyd

  IRN SXL25276

  • [FCA CF] Significant management (10 Dec 2018 to 30 Jul 2025)
• Shalimar Wilhelmina Varuna Turner

  IRN SWT01035

  • SMF18 Other Overall Responsibility (10 Dec 2018 to 8 Feb 2019)
  • CF29 Significant management (1 Nov 2016 to 9 Dec 2018)
• Shelley Walker

  IRN SXW00781

  • [FCA CF] Significant management (since 18 Jul 2023)
• Simon John Philp

  IRN SJP00022

  • CF1 Director (5 Sep 2014 to 2 Sep 2016)
• Socrates Mhlanga

  IRN SXM00644

  • SMF4 Chief Risk (15 Jul 2021 to 11 Oct 2024)
• Stephen John Payne

  IRN SXP01525

  • SMF10 Chair of the Risk Committee (10 Dec 2018 to 27 Jun 2024)
  • SMF12 Chair of the Remuneration Committee (10 Dec 2018 to 27 Jun 2024)
  • SIMF12 Chair of the Remuneration Committee (7 Dec 2017 to 9 Dec 2018)
  • SIMF10 Chair of the Risk Committee (7 Oct 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (8 Sep 2015 to 6 Mar 2016)
• Steven David Bryan

  IRN SDB01187

  • SMF3 Executive Director (since 10 Dec 2018)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsible for Insurance Mediation (23 Aug 2017 to 30 Sep 2018)
  • CF1 Director (23 Aug 2017 to 9 Dec 2018)
• Susan Esson

  IRN SXE00233

  • SMF24 Chief Operations (since 16 May 2025)

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No changes recorded yet.